I like Vinnie Mirchandani because he doesn’t beat around the bush. He responds to Paul Graham’s article “Microsoft is Dead” by suggesting that its not just Microsoft but also IBM, SAP and Oracle that are dead (see his post “MISO is dead”). In a way he is right. They are all part of the fading edge. They are dealing with a saturated market on one side and with disruptive forces (offshoring, open source and SaaS) on the other. What’s rising in place of MISO is YEGA. Yahoo, eBay, Google and Amazon are part of the leading edge. They own the best data centers and will slowly but surely become platforms for cloud computing. This is a big inflection point the YEGA firms will get to ride for the next several years.
But if truth be told, my respect goes to GET-IN, a slight twist on letters that represents GE, TI and Nokia (see my Growth Anatomy Series). These companies are at the forefront of opening up emerging markets by doing in-market incubation of new products in places like India. They have a lot to teach others about making orbit change happen.